Papa John's Q1 Earnings & Revenues Beat Estimates, Stock Up
PZZA's Q1 top line reflects a gain in commissary revenues, stemming from higher commodity prices. Also, a rise in advertising funds adds to the positives.
Papa John's: Off The Mat, It's A Buy Again
In November 2023, we upgraded Papa John's International, Inc. to a Buy, citing improved company performance and a positive growth outlook despite past market challenges, then took rapid return profits. We downgraded in May 2024, and the stock sold off dramatically, but slight revenue growth, better-than-expected earnings, with mixed comp sales justify an upgrade. Opened 47 new restaurants but closed more underperforming stores, resulting in a net loss of 13 stores from the start of 2025, yet overall store count increased from last year.
Papa John's International, Inc. (PZZA) Q1 2025 Earnings Call Transcript
Papa John's International, Inc. (NASDAQ:PZZA ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Heather Hollander - Senior Vice President, Strategy & Investor Relations Todd Penegor - President & Chief Executive Officer Ravi Thanawala - Chief Financial Officer & Executive Vice President, International Conference Call Participants Brian Bittner - Oppenheimer Andrew Strelzik - BMO Capital Markets Eric Gonzalez - KeyBanc Peter Saleh - BTIG Jim Salera - Stephens Sarah Senatori - Bank of America Brian Mullan - Piper Sandler Jim Sanderson - Northcoast Research Operator Thank you for standing by, and welcome to Papa John's First Quarter 2025 Conference Call and Webcast. At this time, all participants are in listen-only mode.
Compared to Estimates, Papa John's (PZZA) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Papa John's (PZZA) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Papa John's (PZZA) Q1 Earnings and Revenues Top Estimates
Papa John's (PZZA) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.67 per share a year ago.
Earnings Preview: Papa John's (PZZA) Q1 Earnings Expected to Decline
Papa John's (PZZA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Papa John's Delivers A Slice Of Stability In An Uncertain Market
Papa John's margin transfer strategy and aggressive growth make it a compelling defensive investment, with a 5.9% dividend yield and strong countercyclical potential. Short-term margin sacrifices aim to boost volumes and market share, enhancing long-term operating margins and loyalty by 2028. Despite economic uncertainty, Papa John's focuses on value offerings and incentivizing franchise expansion, expecting structural improvements and market share gains.
Papa John's Boosts Digital Offerings With Google Cloud Partnership
PZZA leverages Google's AI tools to assess customer preferences, deliver personalized promotions and simplify the ordering process.
Papa John's: Another Correction Is Just Too Much
Papa John's International, Inc. remains resilient amid inflationary headwinds due to its strategic focus on franchising and impressive liquidity. PZZA's strategic business portfolio split, with a high concentration on franchisees, supports consistent revenue streams and lowers capital intensity, aiding in market volatility management. Despite a weaker performance in FY24, PZZA's efficient cost management and positive cash inflows position it well for potential market changes in FY25.
We're back in the right position in terms of value with the consumer, says Papa John's CEO
Papa John's President and CEO Todd Penegor joins 'Mad Money' host Jim Cramer to talk quarterly results, consumer trends, commodity costs and more.
Papa John's CEO Todd Penegor goes one-on-one with Jim Cramer
Papa John's President and CEO Todd Penegor joins 'Mad Money' host Jim Cramer to talk quarterly results, consumer trends, commodity costs and more.
Papa John's: Papa Rewards Overhaul Already Paying Off
Papa John's is undergoing a turnaround with improvements in its loyalty program and a focus on 1P channels, showing positive short-term results. Despite ongoing acquisition talks with Irth Capital, the company's transformation efforts are paying off, with better traffic and increased Papa Rewards redemptions. Papa John's aims to simplify its menu and reduce construction costs to attract more franchisees and compete effectively with other QSR pizza chains.
